Edit employee details, credentials, teams and sites.
Note: Employee Permissions information will integrate from the Administration section > Permission Groups page. Make all Permissions edits there.
Edit Details
Edit Credentials
Edit Team
Edit Sites
Access the Employees section from the Staff & Performance Development menu.
Access Employee Information
-
Access Employee details from the the Employees - All Sites page.
- There are two ways to access the Employee Details page:
- Click employee First Name, Last Name.
- Click Edit Link from the Actions column.
- Click tabs to access desired employee information: Details, Credentials, Team, Sties and Performance.
Edit Details
- Click Details tab.
- General and Contact information display. Edit as needed.
- Click Save.
Edit Credentials
Click here to Add Credential - Employees.
- Click Credentials tab. Credentials for employee display.
- Click Edit from the Actions menu or click on the credential title.
- Credential screen displays. Edit information as needed.
- Click Save.
Edit Team
Click here to Assign Team.
Note: Only the Start Date and EndDate can be edited once a team is assigned.
- Click Team tab. Team connections for employee display.
- Click Edit from the Actions menu.
- EditTeam Member modal displays.
- Edit Start Date and End Date as needed.
- Click Save.
- Click Cancel to cancel action and return to Team page.
- Click Cancel to cancel action and return to Team page.
Edit Sites
Click here to Assign Site.
- Click Sites tab. All assigned sites for employee display.
- Click Unassign from the Actions menu.
- Modal displays to confirm and unassign the site.
- Click Yes to unassign the site.
- Click No to cancel action and return to the Sites page.
- Click No to cancel action and return to the Sites page.
Note: Click these links for more information on managing Employees.
Employees - Overview
Add Employee
Delete or Deactivate Employee
Reset Password
Add Credential - Employees
Delete Credential - Employees
Assign and Unassign Team
Contact Card
Edit Team
Assign and Unassign Site
View Session Performance